Bsw Wealth Partners Vanguard Mega Cap Value Transaction History

Bsw Wealth Partners

  • $653 Million
  • Q1 2025

A detailed history of Bsw Wealth Partners transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Bsw Wealth Partners holds 64,152 shares of MGV stock, worth $7.94 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares
64,152
Previous 69,465 7.65%
Holding current value
$7.94 Million
Previous $8.68 Million 4.74%
% of portfolio
1.27%
Previous 1.28%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$123.61 - $133.01 $656,739 - $706,682
-5,313 Reduced 7.65%
64,152 $8.27 Million
Q4 2024

Jan 22, 2025
SELL
$124.06 - $133.48 $989,378 - $1.06 Million
-7,975 Reduced 10.3%
69,465 $8.68 Million
Q3 2024

Oct 29, 2024
SELL
$118.0 - $128.28 $511,176 - $555,708
-4,332 Reduced 5.3%
77,440 $9.93 Million
Q2 2024

Jul 16, 2024
SELL
$113.61 - $120.34 $7.9 Million - $8.37 Million
-69,557 Reduced 45.96%
81,772 $9.69 Million
Q1 2024

Apr 23, 2024
SELL
$108.33 - $119.51 $15.3 Million - $16.9 Million
-141,647 Reduced 48.35%
151,329 $18.1 Million
Q4 2023

Jan 25, 2024
SELL
$97.07 - $109.74 $716,667 - $810,210
-7,383 Reduced 2.46%
292,976 $32 Million
Q3 2023

Oct 27, 2023
SELL
$101.4 - $107.46 $115,393 - $122,289
-1,138 Reduced 0.38%
300,359 $30.5 Million
Q2 2023

Aug 11, 2023
BUY
$98.78 - $104.28 $1.52 Million - $1.61 Million
15,419 Added 5.39%
301,497 $31.3 Million
Q1 2023

May 15, 2023
BUY
$97.0 - $105.37 $736,133 - $799,652
7,589 Added 2.73%
286,078 $28.9 Million
Q4 2022

Feb 13, 2023
BUY
$90.82 - $106.81 $25.3 Million - $29.7 Million
278,489 New
278,489 $28.6 Million

Others Institutions Holding MGV

# of Institutions
519
Shares Held
49.3M
Call Options Held
37.3K
Put Options Held
2.7K
View Full List

About VANGUARD MEGA CAP VALUE

MGV Quotes by TradingView
  • Ticker MGV
  • Sector ETFs
  • Industry ETFs
More about MGV
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